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BRIGHT WEALTH MANAGEMENT, LLC
CRD 169771 · SEC 801-130450
4400 STATE HIGHWAY 121, SUITE 400, LEWISVILLE, TX, 75056, United States
Phone
(972) 410-6623
Fax
(972) 410-6601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$265.0M
Discretionary AUM
$265.0M
Team
7 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $38.7M |
| High net worth individuals | 58 | $202.2M |
| Charitable organizations | 2 | $11.0M |
| Corporations/business entities | 3 | $13.0M |
States served
NC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD